KWM
Kingsview Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1M | Buy |
165,489
+13,022
| +9% | +$3.55M | 0.76% | 28 |
|
|
2025
Q1 | $40.9M | Buy |
152,467
+18,350
| +14% | +$4.92M | 0.77% | 28 |
|
|
2024
Q4 | $44.8M | Buy |
134,117
+2,892
| +2% | +$967K | 0.87% | 24 |
|
|
2024
Q3 | $35.9M | Buy |
131,225
+15,517
| +13% | +$4.25M | 0.76% | 27 |
|
|
2024
Q2 | $29.7M | Buy |
115,708
+22,504
| +24% | +$5.79M | 0.7% | 28 |
|
|
2024
Q1 | $28.1M | Buy |
93,204
+8,472
| +10% | +$2.55M | 0.7% | 27 |
|
|
2023
Q4 | $22.3M | Buy |
84,732
+13,322
| +19% | +$3.51M | 0.67% | 26 |
|
|
2023
Q3 | $14.5M | Buy |
71,410
+8,426
| +13% | +$1.71M | 0.52% | 39 |
|
|
2023
Q2 | $13.3M | Buy |
62,984
+2,171
| +4% | +$459K | 0.52% | 38 |
|
|
2023
Q1 | $12.1M | Sell |
60,813
-8,578
| -12% | -$1.71M | 0.51% | 38 |
|
|
2022
Q4 | $9.2M | Buy |
69,391
+44,027
| +174% | +$5.84M | 0.4% | 55 |
|
|
2022
Q3 | $3.65M | Sell |
25,364
-27,209
| -52% | -$3.91M | 0.17% | 135 |
|
|
2022
Q2 | $8.68M | Sell |
52,573
-2,202
| -4% | -$363K | 0.42% | 52 |
|
|
2022
Q1 | $11.6M | Buy |
54,775
+35,445
| +183% | +$7.53M | 0.51% | 37 |
|
|
2021
Q4 | $4.91M | Buy |
19,330
+996
| +5% | +$253K | 0.2% | 111 |
|
|
2021
Q3 | $4.97M | Buy |
18,334
+1,169
| +7% | +$317K | 0.24% | 94 |
|
|
2021
Q2 | $4.21M | Buy |
17,165
+4,051
| +31% | +$992K | 0.21% | 115 |
|
|
2021
Q1 | $2.87M | Buy |
13,114
+1,797
| +16% | +$393K | 0.16% | 138 |
|
|
2020
Q4 | $2.52M | Buy |
11,317
+2,514
| +29% | +$559K | 0.18% | 128 |
|
|
2020
Q3 | $2.21M | Sell |
8,803
-599
| -6% | -$151K | 0.2% | 126 |
|
|
2020
Q2 | $1.76M | Buy |
9,402
+1,138
| +14% | +$213K | 0.18% | 138 |
|
|
2020
Q1 | $1.19M | Buy |
8,264
+463
| +6% | +$66.7K | 0.16% | 155 |
|
|
2019
Q4 | $1.27M | Buy |
7,801
+2,046
| +36% | +$333K | 0.16% | 169 |
|
|
2019
Q3 | $854K | Buy |
5,755
+492
| +9% | +$73K | 0.13% | 175 |
|
|
2019
Q2 | $799K | Sell |
5,263
-1,641
| -24% | -$249K | 0.13% | 183 |
|
|
2019
Q1 | $1.09M | Buy |
6,904
+2,634
| +62% | +$417K | 0.17% | 160 |
|
|
2018
Q4 | $585K | Sell |
4,270
-2,157
| -34% | -$296K | 0.13% | 196 |
|
|
2018
Q3 | $1.02M | Buy |
6,427
+3,671
| +133% | +$584K | 0.21% | 143 |
|
|
2018
Q2 | $376K | Buy |
+2,756
| New | +$376K | 0.09% | 235 |
|